Isabella M Wardwell Char Fd is a private foundation focused on Public affairs, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $515K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $45K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$515K
+3.7% YoY
Annual Giving
$24K
+24.4% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$2K
+36.8% YoY
Under IRS private-foundation payout rules, Isabella M Wardwell Char Fd reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Isabella M Wardwell Char Fd
Based on IRS filings
Isabella M Wardwell Char Fd is a private foundation focused on Public affairs, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $515K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $45K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $515,247 | $496,959 | $504,937 |
| Revenue | $53,441 | $19,945 | $-12,035 |
| Expenses | $34,626 | $28,805 | $45,876 |
| Qualifying Distributions | $27,828 | $22,784 | $37,092 |
| Net Investment Income | $44,909 | $11,994 | $4,225 |
| Distributable Amount | $29,539 | $26,889 | $27,858 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bristol Home for Aged Women ($3,517), Public School Teach Retirement Fund ($3,517), Bristol Children's Home ($3,517).
| Recipient | Purpose | Amount |
|---|---|---|
| ST MARY'S HOME FOR CHILDREN NORTH PROVIDENCE, RI | UNRESTRICTED GENERAL | $1,057 |
| ROGERS FREE LIBRARY OF BRISTOL BRISTOL, RI | UNRESTRICTED GENERAL | $1,758 |
| ST ELIZABETH'S HOME EAST GREENWICH, RI | UNRESTRICTED GENERAL | $1,057 |
| BRISTOL HOME FOR AGED WOMEN BRISTOL, RI | UNRESTRICTED GENERAL | $3,517 |
| ST ANDREW'S SCHOOL BARRINGTON, RI | UNRESTRICTED GENERAL | $1,057 |
| PUBLIC SCHOOL TEACH RETIREMENT FUND BRISTOL, RI | UNRESTRICTED GENERAL | $3,517 |
| BRISTOL CHILDREN'S HOME BRISTOL, RI | UNRESTRICTED GENERAL | $3,517 |
| FIRST CONGREGATIONAL CHURCH BRISTOL, RI | UNRESTRICTED GENERAL | $3,166 |
| BRISTOL FEMALE CHARITABLE BRISTOL, RI | UNRESTRICTED GENERAL | $3,517 |
| FUMC BRISTOLWARREN WARREN, RI | UNRESTRICTED GENERAL | $1,758 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $8,392 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Isabella M Wardwell Char Fd?
Isabella M Wardwell Char Fd is a private foundation focused on Public affairs, based in DALLAS, TX. It holds $515K in total assets as of 2024.
How large is Isabella M Wardwell Char Fd?
As of 2024, Isabella M Wardwell Char Fd holds $515K in total assets with $53K in annual revenue. It awarded 10 grants totaling $24K in 2024.
Where does Isabella M Wardwell Char Fd operate?
Isabella M Wardwell Char Fd has awarded grants in Rhode Island.
What size grants does Isabella M Wardwell Char Fd award?
In 2024, Isabella M Wardwell Char Fd awarded 10 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Isabella M Wardwell Char Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Isabella M Wardwell Char Fd reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Isabella M Wardwell Char Fd's EIN?
Isabella M Wardwell Char Fd's EIN (Employer Identification Number) is 05-6004615. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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